Overview
- Dell COO Jeffrey Clarke told investors that about 500 million PCs eligible for Windows 11 have not upgraded, with another roughly 500 million too old to run it.
- Dell says the Windows 11 transition is running 10–12 percentage points behind the previous Windows upgrade cycle at a similar stage.
- The figures imply roughly 1 billion PCs are still on Windows 10 even after support ended in October.
- Dell expects PC demand to be roughly flat over the next year, while positioning AI PCs and NPUs as potential catalysts for future replacements.
- Microsoft recently said nearly 1 billion people rely on Windows 11, underscoring how different metrics are being used to describe the transition.